BerganKDV Wealth Management’s Hain Celestial HAIN Stock Holding History

BerganKDV Wealth Management’s Portfolio HAIN Stock Details HAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$7.64K	Hold	611	–	–	﹤0.01%	575
2023 Q1	$10.5K	Hold	611	–	–	﹤0.01%	597
2022 Q4	$9.89K	Hold	611	–	–	﹤0.01%	573
2022 Q3	$10K	Sell	611 -18	-3%	-$387	﹤0.01%	570
2022 Q2	$15K	Hold	629	–	–	﹤0.01%	524
2022 Q1	$22K	Buy	629 +611	+3,394%	+$22.2K	﹤0.01%	503
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	984
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	967
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	915
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	860
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	860
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	810
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	862
2020 Q1	$0	Hold	18	–	–	﹤0.01%	957
2019 Q4	$0	Buy	+18	New	+$430	﹤0.01%	953

Other funds holding HAIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BerganKDV Wealth Management's HAIN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Hain Celestial (HAIN) position steady in Q2 2023 at 611 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

BerganKDV Wealth Management first reported a position in HAIN in Q4 2019 and has held it in 15 quarters since. The position peaked at $22K in Q1 2022. 230 funds tracked by Wall St. Rank hold HAIN as of Q2 2023.

BerganKDV Wealth Management held 611 shares of Hain Celestial worth $7.64K as of Q2 2023.
BerganKDV Wealth Management left its Hain Celestial share count unchanged in Q2 2023.
Hain Celestial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #575 holding.
BerganKDV Wealth Management first reported a position in Hain Celestial in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Hain Celestial position peaked at $22K in Q1 2022.
230 funds tracked by Wall St. Rank held Hain Celestial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.